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ANALYSIS

Commodity markets are kind of like a soap-opera where there is no beginning or end to the story. Market analysis is ongoing too. Below are some examples of material covered. Please click here for more information. I'd be happy to send you a specific research report.


September 2018
01: Stat Can Follow-up with Outlook Comments
03: Comment on Frost/Freeze Event Next 2 Nights
05: Oilseed Demand Dilemma in 2 Months
06: A Look at Residual from Todays Stat Can Report
06: Updated Select Canada Supply Demand
07: Currency Chaos - Observation as it relates to our Ag space
07: Late Friday Thoughts
11: India Observation
12: USDA Report - Important Stuff that Caught My Eye in first hour
12: Feed Barley Update
13: Question and Answer (urea, soy, wheat, durum, chickpeas, canary)
13: Wheat - reiterating risk-reward guidance
14: Comments on Sask Durum Lentil Pea Quality
15: Question & Answer (wheat, durum, canola)
16: Comment on Harvest Progress and Pending Weather
17: Tunisia Buys Durum
18: Canola Perspective


August 2018
02: Wheat Observation
02: Outlook Summary and Assumption
02: Over-Thinking
04: Wheat Q & A
05: More Q & A
06: Relevance of Upcoming Week Prairie Weather
08: Q & A, Observation
10: Urea Update
10: Highlights USDA Report
13: Chickpea Note
14: Barley Update
16: Durum and Wheat Note
18: Pulse Outlook Simplified
21: How to Assess if Taking Elevator Wheat Basis has Merit
21: Observations
23: Rapid Sentiment Shift - All or None
24: Durum Update
25: How it Gets Statistically Messy
27: Why Selling Feed Barley is an Okay Choice
29: Pea Observation
29: Random News Flow
30: What might StatCan say tomorrow,
30: Pea Update - It lasted one day
31: Preliminary Observation Stat Can


July 2018
01: July 0118: Select Supply Demands
03: July 0318: More on Lentils By Color
04: July 0418: Chickpea Observation
06: July 0618: Morning Notes (Soy, Wheat)
10: July 1018: Feed Barley, Crop Comments
11: July 1118: What’s Really Changed in Past 2 Months
12: USDA Report Short Version Take-Away
13: July 1318: More Thoughts on Politics
17: July 1718: Most Probable Oilseed Bottoming Reason
18: July 1818: Green Lentil and Chickpea Question
23: July 2318: Crop Yield Ideas
25: July 2518: Wheat Outlook 1 Pager
25: July 2518: Barley Outlook 1 Pager
26: July 2618: Wheat Strength – Start Thinking Beyond
30: Durum Outlook 2-Pager
31: July 3118: Canola Outlook 2 Pager


June 2018
02: June 0218: W. Canada Crop & Weather Observations
04: June 0418: Morning Notes
06: June 0618: Notes - Part 1
07: June 0718: Notes - Part 2
11: June 1118: Canola 2 Minute Outlook & Assumptions
12: June 1218: Snapshot Take of USDA Report
13: June 1318: Keep An Open Mind
14: June 1418: Politics
18: June 1818: Start Thinking About
19: June 1918: And It Continues
21: June 2118: Thoughts on CAD
22: June 2218: Canola Thought. Mostly about how trade shifts occur
26: June 2618: Notes
28: June 2818: Urea Thoughts
29: June 2918: Highlights Stat Can Report
29: June 2918: Comments USDA Report









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